Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,944 | $109,908-95.5% | $97,161-94.9% | $145,978-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.80% | 243.80%-230.0pp | 75.36%-61.6pp | 550.52%-536.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,986 | $4,679-14.8% | $4,265-6.5% | $6,690-40.4% |
| Admin fee / account holder | $1,682 | $6,213-72.9% | $5,647-70.2% | $13,400-87.4% |